President Biden Issues Executive Order to Help Those Who Don’t File Taxes Obtain Relief Payments
As many as eight million eligible citizens may not have received their second Covid relief checks, primarily because their income is so low that they have not been required to file tax returns. On January 22, President Biden issued an executive order instructing the...
Four Questions to Help You Choose the Right Professional Trustee for Your Special Needs Trust
Parents or other family members establishing a special needs trust for their child often want to name a professional — usually a bank, trust company, attorney, certified public accountant, or non-profit — as one of the trustees of the trust in order to take advantage...
A Guide to Special Needs Planning
Any parent naturally wonders what will happen to their child once they are no longer able to provide their care, financial support, advocacy, and oversight. This is especially true for parents of children with disabilities. These parents must make a plan for what...
Episode 92: Tips for Updating Your Special Needs Plan in 2021 with Mark Worthington
When it comes to estate planning, it’s important to know that it is a process, not a one-and-done event. The same is true for creating a special needs plan. As she does every January, host Annette Hines kicks off the new year with a discussion on the importance...